High Net Worth Tax Manager at GHJ

San Jose, California, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Accounting, TaxationIndustries

Requirements

Advanced technical skills in a variety of tax and accounting areas
Well-developed and applied management and supervisory skills
Proficiency in use of computer tax preparation, tax research, and tax planning software programs
Ability to operate a computer and calculator

Responsibilities

Efficient, accurate, complete, and timely preparation of high net worth clients’ individual, estate, gift, and fiduciary tax returns (personally or by supervision of others)
Perform technical tax review (1040, 1041, 706, and 709) and management of governmental tax examinations and trust accountings
Assume full responsibility for larger tax returns and delegate to tax preparers as necessary
Delegate, manage, and perform tax research projects to achieve accurate and efficient results
Participate actively in client meetings and sophisticated tax planning efforts involving individual, estate, gift, and fiduciary tax consulting
Review and advise on clients’ estate plans
Act as a resource for tax preparation team and A&A staff on estate, trust, and gift tax issues
Stay informed and knowledgeable on technical standards and tax law
Assist and supervise tax preparers with complex individual, estate, gift, and fiduciary returns
Review wills and trusts pertaining to estate and fiduciary income tax returns
Assume client service responsibility for direct clients or those delegated from the partner
Communicate important tax and tax developments to appropriate firm personnel
Maintain familiarity with qualifications of all tax staff members and review staff assignments for appropriateness
Develop responsible, trained staff through recruiting, performance evaluations, training aids, and instruction in professional development programs
Ensure smooth flow of tax returns through the preparation system for accurate, complete, and timely delivery
Possess complete knowledge of the firm’s philosophy and opinions on tax matters
Maintain knowledge of general economic and political trends that could affect the business climate
Participate in firm’s practice development efforts through involvement with referral sources, community, and industry activities
Manage engagement profitability, including billings and collections
Participate in firm’s committees and management meetings

Skills

Key technologies and capabilities for this role

1040 Tax Returns1041 Tax ReturnsForm 706Form 709Estate TaxGift TaxFiduciary TaxTax ExaminationsTrust AccountingHigh Net Worth TaxationTax ReviewSupervisory Skills

Questions & Answers

Common questions about this position

What is the salary for the High Net Worth Tax Manager position?

This information is not specified in the job description.

Is this a remote position or what is the location requirement?

This information is not specified in the job description.

What skills are required for the Tax Manager role?

Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required. Specific responsibilities include technical tax review of 1040, 1041, 706, and 709 forms, tax research, and estate/gift tax consulting.

What is the company culture like at GHJ?

GHJ emphasizes collaboration as the foundation for success, personalized client service, and long-term relationships. They are committed to core values of Bright Minds, Brave Hearts, and Bold Actions to achieve financial, client, and people success.

What makes a strong candidate for this Tax Manager position?

Candidates with advanced technical skills in tax and accounting, strong management and supervisory abilities, experience with high net worth individual, estate, gift, and fiduciary returns, and the capacity to supervise teams and participate in client meetings will stand out.

GHJ

Accounting and advisory services for nonprofits

About GHJ

GHJ provides accounting and advisory services tailored to nonprofit organizations, food and beverage companies, entertainment and media businesses, and health and wellness sectors. The firm focuses on building strong relationships with clients to support their growth and success. GHJ's services include audit, tax, and advisory, and they leverage their affiliation with HLB International to connect clients with a global network of accounting professionals in over 158 countries. This extensive network allows GHJ to offer clients access to resources and expertise from top firms worldwide. GHJ differentiates itself from competitors through its commitment to personalized service and its recognition as a top workplace, having received multiple awards for employee satisfaction. The firm's goal is to empower clients and its employees to thrive and create a better future.

Los Angeles, CaliforniaHeadquarters

1953Year Founded

VENTURE_UNKNOWNCompany Stage

Consulting, Social ImpactIndustries

1,001-5,000Employees

Benefits

Health Insurance

401(k) Retirement Plan

Performance Bonus

Professional Development Budget

Risks

Emerging boutique firms in Los Angeles increase competition.

AI-driven software reduces demand for traditional accounting services.

Nonprofit tax regulation changes require rapid adaptation.

Differentiation

GHJ specializes in nonprofit, entertainment, and health and wellness sectors.

Affiliation with HLB International provides global reach and resources.

Recognized as a top-20 largest accounting firm in Los Angeles.

Upsides

Growing demand for ESG reporting creates new service opportunities.

Remote work trend boosts demand for virtual CFO services.

AI integration enhances efficiency and value-added services.

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